Introduction to OCLC Interlibrary Loan
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This 90-minute course provides an overview of the WorldShare Interlibrary Loan service for new member libraries and/or new ILL staff to learn the basics, from setting up policies to placing or answering to ILL requests.
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Test your knowledge on the basics of WorldShare ILL by answering a few questions on this online quiz.
Creating constant data for ILL
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In this ten-minute video, you will learn how to create, edit and maintain constant data records in OCLC Service Configuration for accuracy and efficiency in ILL borrowing and lending.
Custom holdings for interlibrary loan
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In this eleven-minute video, you will learn how to create and edit custom holdings groups and custom holdings paths then apply them to your interlibrary loan requests.
OCLC IFM - Interlibrary Loan Fee Management
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This eight-minute video is an overview of IFM and shows how borrowing and lending libraries can configure IFM as payment method.
Establish ILL Policies in OCLC Policies Directory
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In this 22-minute video, you will learn how to set up and/or edit policies in OCLC Policies Directory.
OCLC Article Exchange
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This six-minute video is an overview of Article Exchange. You will learn how Article Exchange is used to fulfill copy requests.
Curate and Care for your Constant Data: A workshop
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 53-minute workshop focuses on creating data records that can be saved and applied to both borrowing and lending requests.
Construct your Custom Holdings: A workshop
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 55-minute workshop discusses how to choose lenders to include in custom holdings and explains the auto-creation of lender strings and how lender strings are randomized.
Automated Request Manager
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In this self-paced course, you will learn the benefits of using automations, and what information you should review and update before creating automations. The course includes video demonstrations of creating borrowing and lending automations, and you will have opportunities to check your knowledge.
Automate your Request Process: A workshop
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 64-minute workshop discusses the Automated Request Manager in the OCLC Service Configuration to automate processing of new borrowing requests.
Make your Usage Statistics Count: A workshop
View a recorded session - Requires access to the OCLC Community Center. See Sign in to the OCLC Community Center for more information.
This 60-minute workshop discusses using OCLC ILL Usage Statistics to show the value of your ILL services, streamline workflows, and update policies.
Workflow integration: ILL and Circulation
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This 43-minute course is for Managers of Circulation and ILL for institutions using the integration functionality between the Circulation and ILL and staff responsible for day-to-day processing. This course reviews and demonstrates the normal workflow between Discovery/ILL/Circulation when all integration configuration is complete. Common exceptions in the workflow, errors, and workarounds are included. Configuration steps and decisions required to integrate WorldShare Interlibrary Loan and WorldShare Circulation are also covered.